Schwab Strategic Tr us aggregate b shares owned by K2 Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by K2 Financial
from 13F filings
Historical chart of K2 Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by K2 Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.8M | 78k | 23.39 |
| 2025-09-30 | $1.4M | 61k | 23.54 |
| 2025-06-30 | $1.2M | 52k | 22.90 |
| 2025-03-31 | $1.0M | 44k | 22.80 |
| 2024-12-31 | $934k | 42k | 22.46 |
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